|
2001
|
Matthews International Capital Management
San Francisco,
California
|
$854M
|
-$149M
|
-15%
|
2.38%
|
90.7%
|
51
|
27.45%
|
|
|
2002
|
Bowie Capital Management
Richardson,
Texas
|
$853M
|
-$9.75M
|
-1%
|
10.2%
|
35.8%
|
44
|
27.27%
|
|
|
2003
|
Naples Global Advisors
Naples,
Florida
|
$852M
|
+$50.4M
|
+6%
|
5.02%
|
103%
|
404
|
6.44%
|
|
|
2004
|
PSquared Asset Management
Zurich,
Switzerland
|
$852M
|
+$157M
|
+23%
|
1.28%
|
158%
|
19
|
78.95%
|
|
|
2005
|
Marcum Wealth
Cleveland,
Ohio
|
$852M
|
+$50.5M
|
+6%
|
5.39%
|
20%
|
403
|
9.93%
|
|
|
2006
|
Narwhal Capital Management
Marietta,
Georgia
|
$851M
|
+$51.5M
|
+6%
|
9.24%
|
93.8%
|
177
|
10.73%
|
|
|
2007
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$850M
|
+$72.7M
|
+9%
|
8.09%
|
34%
|
393
|
37.4%
|
|
|
2008
|
AltraVue Capital
Bellevue,
Washington
|
$850M
|
+$17.3M
|
+2%
|
7.6%
|
175%
|
30
|
3.33%
|
|
|
2009
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$850M
|
+$48.9M
|
+6%
|
9.34%
|
70.2%
|
123
|
9.76%
|
|
|
2010
|
Creative Financial Designs
Kokomo,
Indiana
|
$850M
|
+$86M
|
+11%
|
4.36%
|
43.4%
|
1,525
|
12.26%
|
|
|
2011
|
Banc Funds Company
Chicago,
Illinois
|
$849M
|
-$87.3M
|
-9%
|
4.35%
|
44.9%
|
160
|
4.38%
|
|
|
2012
|
Woodstock Corp
Boston,
Massachusetts
|
$847M
|
+$63.3M
|
+8%
|
9.95%
|
96.1%
|
174
|
5.75%
|
|
|
2013
|
RVW Wealth
Los Angeles,
California
|
$847M
|
+$40.9M
|
+5%
|
4.83%
|
59.3%
|
163
|
12.88%
|
|
|
2014
|
Tran Capital Management
San Rafael,
California
|
$847M
|
+$45.2M
|
+6%
|
11.5%
|
149%
|
42
|
11.9%
|
|
|
2015
|
NEPC LLC
Boston,
Massachusetts
|
$847M
|
+$518M
|
+157%
|
2.24%
|
19.2%
|
40
|
42.5%
|
|
|
2016
|
Broad Run Investment Management
Arlington,
Virginia
|
$845M
|
+$6.13M
|
+0.7%
|
10.9%
|
170%
|
26
|
3.85%
|
|
|
2017
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$845M
|
+$53.3M
|
+7%
|
5.72%
|
54.1%
|
137
|
8.76%
|
|
|
2018
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$845M
|
+$113M
|
+15%
|
6.08%
|
50.3%
|
876
|
19.98%
|
|
|
2019
|
Kintegral Advisory
New York
|
$844M
|
+$70M
|
+9%
|
10.5%
|
94.4%
|
265
|
5.66%
|
|
|
2020
|
WBH Advisory
Baltimore,
Maryland
|
$844M
|
+$43.1M
|
+5%
|
5.86%
|
47.2%
|
307
|
6.51%
|
|
|
2021
|
Sasco Capital
Fairfield,
Connecticut
|
$843M
|
+$30.5M
|
+4%
|
5.81%
|
15.5%
|
57
|
12.28%
|
|
|
2022
|
EnCap Energy Capital Fund XI
Houston,
Texas
|
$843M
|
+$585M
|
+227%
|
6.97%
|
21%
|
2
|
50%
|
|
|
2023
|
Global Endowment Management
Charlotte,
North Carolina
|
$842M
|
-$97.3M
|
-10%
|
2.45%
|
35.8%
|
104
|
19.23%
|
|
|
2024
|
Private Capital Management (Florida)
Naples,
Florida
|
$841M
|
-$18.5M
|
-2%
|
5.87%
|
68.6%
|
161
|
32.3%
|
|
|
2025
|
Jacobs & Co
San Francisco,
California
|
$841M
|
+$31M
|
+4%
|
7.91%
|
92.2%
|
126
|
6.35%
|
|